Xsan: Manually configuring Xsan after promoting OS X Lion to Lion Server

Use the method appropriate to your scenario.

If the primary metadata controller is acting as an Open Directory Master, or is bound to an existing Open Directory or Active Directory server

1. Install OS X Lion.
2. Purchase or reinstall Server App from the Mac App Store, and promote to server.
3. Configure the secondary Ethernet port using Server App.
   1. Select the Mac in the Hardware list.
   2. Click the Network tab.
   3. Edit the Host Name.
   4. Click Continue to begin the assistant.
   5. Select the Ethernet port that will be used to connect to the Internet.
   6. Click Continue.
   7. Select the "Host name for Internet".
   8. Click Continue.
   9. On the "Connecting to Your Mac" pane, click the "Change Network" button.
   10. Make sure that both of the Ethernet ports have valid IP addresses for Xsan. Note: See the Xsan Admin guide for more information.
   11. Click Apply.
   12. Click Continue to dismiss the sheet.

4. Configure Directory Services.

   To create an OD-Master

   1. Click "Manage Network Accounts..." in Server App.
   2. Click Next.
   3. Enter a name and password for the Directory Administrator and click Next.
   4. Enter an Organization Name and Admin email address, and click Next.
   5. Confirm settings by clicking "Set Up".
   6. If desired, add Users and Groups using Xsan Admin.
5. To bind to an OD or AD Server
   1. Open Users & Groups preferences in System Preferences.
   2. Unlock the lock by clicking it and authenticating as an admin user.
   3. Select Login Options > Join to bind to a Network Account Server.
   4. Enter the IP address of the Open Directory Server or Active Directory Domain you wish to bind to.
   5. Click OK.
   6. Close System Preferences.
6. Some apps, such as Final Cut Pro, may work best when a user’s home folder is on the client computer. If you wish to create a local home folder for a network user account, do the following:
   1. Select the user(s) in Server app > Users.
   2. In the gear menu, choose Edit User.
   3. In the User's pane select "local only" for the home folder location.
7. Adjust system resources for better performance:
   1. Select the computer in the Hardware list.
   2. Click the Settings tab.
   3. Check the "Dedicate system resources to server services" box.
   4. Restart the computer for the settings to take effect.
8. Enable Xsan:
   1. Open System Preferences.
   2. Click Xsan.
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Select "Enable Xsan".
   5. Close System Preferences.

If the standby metadata controller is acting as an Open Directory replica, or is bound to an existing Open Directory or Active Directory server

1. Install OS X Lion.
2. Purchase or reinstall Server App from the Mac App Store, and promote to server.
3. Configure the secondary Ethernet port using Server App.
   1. Select the Mac in the Hardware list.
   2. Click the Network tab.
   3. Edit the Host Name.
   4. Click Continue to begin the assistant.
   5. Select the Ethernet port that will be used to connect to the Internet.
   6. Click Continue.
   7. Select the "Host name for Internet".
   8. Click Continue.
   9. On the "Connecting to Your Mac" pane, click the "Change Network" button.
   10. Make sure that both of the Ethernet ports have valid IP addresses for Xsan. Note: See the Xsan Admin guide for more information.
   11. Click Apply.
   12. Click Continue to dismiss the sheet.
4. Configure Directory Services - Create an OD-Replica using Server Admin if Primary MDC is the SAN's OD-Master:
   1. Download and install the 10.7 Server Admin tools from Apple's support site.
   2. Open Server Admin from Applications/Servers.
   3. Log in to the server
   4. If necessary, choose Open Directory from Settings > Services.
   5. Click Open directory in the sidebar.
   6. Under Settings > General tab, click Change then set up an Open Directory Replica.
   7. Bind to the Open directory Master.

Note: See the Lion Server Advanced Administration guide online for more information if needed.

1. Configure Directory Services - Bind to an OD or AD Server if the Primary MDC is bound to an existing server.
   1. Open System Preferences.
   2. Click Users & Groups.
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Choose Login Options > Join to bind to a Network Account Server.
   5. Enter the IP address of the Open Directory Server or Active Directory Domain that you wish to bind to. Click OK.
   6. Close System Preferences.
2. Adjust system resources for better performance:
   1. Select the computer in the Hardware list.
   2. Click the Settings tab.
   3. Check the "Dedicate system resources to server services" box.
   4. Restart the computer for the settings to take effect.
3. Enable Xsan:
   1. Open System Preferences.
   2. Click Xsan
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Select "Enable Xsan"
   5. Close System Preferences.

If SAN clients are running a server OS

1. Install OS X Lion.
2. Purchase or reinstall Server App from the Mac App Store, and promote to server.
3. Configure the secondary Ethernet port using Server App.
   1. Select the Mac in the Hardware list.
   2. Click the Network tab.
   3. Edit the Host Name.
   4. Click Continue to begin the assistant.
   5. Select the Ethernet port that will be used to connect to the Internet.
   6. Click Continue.
   7. Select the "Host name for Internet".
   8. Click Continue.
   9. On the "Connecting to Your Mac" pane, click the "Change Network" button.
   10. Make sure that both of the Ethernet ports have valid IP addresses for Xsan. Note: See the Xsan Admin guide for more information.
   11. Click Apply.
   12. Click Continue to dismiss the sheet.
4. Configure Directory Services:
   1. Open System Preferences
   2. Click Users & Groups
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Select Login Options > Join to bind to a Network Account Server.
   5. Enter the IP address of the Open Directory Server or Active Directory Domain you wish to bind to. Click OK.
   6. Enter a User Name and Password if you wish to use authenticated binding and select OK.
   7. Close System Preferences.
5. Enable Xsan:
   1. Open System Preferences.
   2. Click Xsan.
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Select "Enable Xsan".
   5. Close System Preferences.

If SAN clients are running a client OS

1. Install OS X Lion.
2. Configure the secondary Ethernet port using System Preferences:
   1. Open System Preferences.
   2. Click Network.
   3. Make sure that both of the Ethernet ports have valid IP addresses for Xsan and click Apply.
3. Configure Directory Services:
   1. In System Preferences, click Users & Groups.
   2. Unlock the lock by clicking it and authenticating as an admin user.
   3. Choose Login Options > Join to bind to a Network Account Server.
   4. Enter the IP address of the Open Directory Server or Active Directory Domain you wish to bind to. Select OK.
   5. Close System Preferences.
4. Enable Xsan:
   1. Open System Preferences.
   2. Click Xsan.
   3. Unlock the lock by clicking it and authenticating as an admin user.
   4. Select "Enable Xsan".
   5. Close System Preferences.

Configure the SAN

1. Open Xsan Admin from /Applications/Utilities.
2. Use the Xsan Admin to configure the SAN and create volumes if needed.

Learn more

Tips

• You should dedicate system resources on any servers that are metadata controllers, or on any SAN clients that are performance sensitive, such as a file server sharing folders located on the SAN volume.
• Preferrably, all users, including users defined in Open directory (LDAP), should have home folders on the local drive of the system they are using. This can be done in Server app. See "Choose a User's home folder location" in Server app Help for more information.